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What Is the Best Way for a Widow to Use Life Insurance Proceeds?
life insurance There are many options, but the best use of the money is different for each widow and her unique circumstances.
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How Life Insurance Fits into a Retirement Plan
life insurance While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an important part of a broader retirement plan.
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How Millennials Are Changing the Life Insurance Game
life insurance More than any other age group, millennials are feeling the need for life insurance due to COVID-19, and the way they’re shopping for it is a little different than in years past.
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Other Uses for Life Insurance You May Not Know About
life insurance There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care. Could life insurance play a larger alternative role in your retirement strategy?
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Is It Time to Let Your Life Insurance Policy Lapse?
life insurance You’ve had your life insurance policy forever, and you’ve paid a lot in premiums over the years. If you let the policy lapse, you forfeit any benefits and you don’t get any of those premiums back. But sometimes that’s the right move.
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7 Ways to Utilize Your Life Insurance Policy’s Cash Value
life insurance If you no longer need life insurance, don't just cancel the policy and cash out. Instead, consider one of these strategies to capitalize on its value while minimizing taxes.
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12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
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Want More Tax-Free Retirement Income? One Man’s Whole Life Decision
life insurance Whole life insurance might not be something that’s on your retirement planning radar, but for this client, here’s how it served his need to control taxes, allow for income and provide a death benefit to his daughters.
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Is Your Cash Value Life Insurance Policy Still a Good Fit for You?
life insurance Over the years, you could have grown out of it. Or maybe your life insurance policy’s performance didn’t live up to your expectations. In any case, you have options, so here’s how to make the most of this valuable asset.
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